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Invoice Export

For those ordering the combined Purchase Order and Supplier Invoice system, there is a function called Export Data. This will allow nominated users to review and then export selected purchase orders or supplier invoices from the system as a CSV file. The purchase order system will be set to match the relevant columns and headers required by the target accounts system.This file can then be downloaded from our system and imported to a 3rd party system that has CSV or Excel linking tools – such as SAGE - thereby updating the main accounts system. The system retains a file record of all PO's or invoices that have been exported, and won't allow the same items to be exported twice. Being independent from any account system this export method can be used by all clients.

Step 1- Exporting Invoices

Users can review all the invoices that could be exported (excludes invoices awaiting approval) using the Invoices to Export folder, in Saved Searches.

Step 2

Having reviewed what’s available for export, users would go to the home screen and click on the new Invoice Export icon (see below)

Step 3

From here they can elect to export all invoices with a status of for example ‘to be paid in full’ and run the report via Save, once they are happy with the selection.

Step 4

By default the system will email the output CSV file to a nominated user, for them to then upload it to the target accounts package.

The system will intuitively know what invoices have been exported and update the system accordingly, so users can’t export the same invoices again by mistake. All exports from the system are kept in the ‘Invoice Exports’ folder in saved searches for audit purposes.